Adriano a5547fb3d2 feat(portfolio): PortfolioRunner live (data v2, tick, ribilancio giornaliero, ledger) ...

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-05-29 16:05:07 +02:00

..

__init__.py

feat(portfolio): schemi di peso (equal/manual/cap/inverse_vol/cluster_rp)

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base.py

feat(portfolio): portfolios.yml + load_active_portfolio (override operativi)

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ledger.py

feat(portfolio): PortfolioLedger (alloc, equity/DD, persistenza+resume)

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runner.py

feat(portfolio): PortfolioRunner live (data v2, tick, ribilancio giornaliero, ledger)

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sleeves.py

feat(portfolio): builder unificato equity-per-sleeve (parità con report_families)

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weighting.py

feat(portfolio): schemi di peso (equal/manual/cap/inverse_vol/cluster_rp)

2026-05-29 15:49:27 +02:00